POET TechnologiesPOET
POET
About: POET Technologies Inc is a design and development company offering high-speed optical engines, light source products, and custom optical modules to the artificial intelligence systems market and hyperscale data centers. Its integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. POET's Optical Interposer platform also solves device integration challenges across a broad range of communication, computing, and sensing applications. The company operates geographically in the United States, Canada, Singapore and China.
Employees: 90
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
832% more call options, than puts
Call options by funds: $25M | Put options by funds: $2.68M
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
3.67% less ownership
Funds ownership: 7.86% [Q4 2024] → 4.19% (-3.67%) [Q1 2025]
6% less funds holding
Funds holding: 51 [Q4 2024] → 48 (-3) [Q1 2025]
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
66% less capital invested
Capital invested by funds: $33M [Q4 2024] → $11.2M (-$21.7M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for POET.
Financial journalist opinion
Based on 8 articles about POET published over the past 30 days
Positive
Seeking Alpha
19 hours ago
POET Technologies: The Rare Confluence Of Fundamentals And Technicals
POET Technologies stock is up 31% this week, driven by a 15% run on July 10th, after management shared a newsletter highlighting its progress and its closeness to generating revenues. POET's agreement with NationGate aligns with Nvidia potentially being a key POET customer. After the latest two capital raises this year, POET Technologies has access to more than $280.8 million in cash.
Neutral
GlobeNewsWire
3 days ago
POET Technologies Announces Appointment of Sohail Khan as Director
TORONTO, July 08, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced the appointment of Sohail Khan as director and member of the Corporate Governance & Nominating Committee. Mr. Khan's appointment was effective as of Monday, July 7, 2025 and, along with the incumbent five directors of the Company, he will serve until the next annual meeting of shareholders of the Company or until his successor is duly elected or appointed.
Neutral
GlobeNewsWire
4 days ago
POET Technologies Announces US$25 Million Offering
TORONTO, July 07, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (TSXV: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks today announces its intention to complete a non-brokered public offering of 5,000,000 units of the Corporation (the "Units") at a price of US$5.00 per Unit (the "Issue Price") for aggregate gross proceeds to the Corporation of US$25 million (the "Offering"). Each Unit will be comprised of one common share of the Corporation (each, a "Common Share") and one common share purchase warrant of the Corporation (each, a "Warrant"), with each Warrant being exercisable to acquire one Common Share at a price of C$8.16 for a period of five years from the date of issuance.
Neutral
GlobeNewsWire
1 week ago
POET Technologies Provides Results of 2025 Annual General and Special Meeting
TORONTO, June 30, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets today reported the voting results of its Annual General and Special Meeting (the ”Meeting” or “AGSM”), which was held virtually on Friday, June 27, 2025.
Neutral
GlobeNewsWire
2 weeks ago
POET Wins AI Hardware Innovation Award in 2025 AI Breakthrough Awards
Prestigious international annual awards program honors the POET Teralight line of high-performance optical engines Prestigious international annual awards program honors the POET Teralight line of high-performance optical engines
Positive
Seeking Alpha
2 weeks ago
POET Technologies: A Potential Ten-Bagger
POET Technologies offers optical engines and optical modules for a strong demand for high-speed and low-latency especially from data centers. Though pre-revenue, POET's partnerships and a large potential market ahead position it for significant future growth. Base-case valuation models suggest a potential 36%-42% CAGR to 2032, or ~1000% upside, but risks of dilution and market share uncertainty remain high.
Neutral
GlobeNewsWire
2 weeks ago
POET Signs Manufacturing Agreement with NationGate Solutions in Malaysia
TORONTO, June 24, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Corporation”) (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced that it has signed a Master Agreement, Module Purchase Agreement and a Deed of Consignment with NationGate Solutions (M) Sdn. Bhd (“NationGate”), to manufacture optical engine assemblies for POET in Penang, Malaysia.
Positive
Seeking Alpha
4 weeks ago
Poet Technologies: A Small Player In A Rapidly Growing AI Market.
I rate POET Technologies a strong buy, due to improving financials, secular growth trends, and its pivotal role in the booming optical interposer market. POET's Quant rating has surged from Hold to Strong Buy in just three months, reflecting rapidly improving factor grades and market sentiment. POET's optical interposers offer faster, cheaper, and more energy-efficient data transmission—key for AI data centers operated by hyperscalers like Amazon and Meta.
Positive
The Motley Fool
1 month ago
7 Artificial Intelligence (AI) Stocks to Buy Right Now
Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're witnessing the early stages of a transformation that will reshape every industry.
Neutral
GlobeNewsWire
1 month ago
POET Technologies Announces Closing of US$30 Million Private Placement
TORONTO, May 22, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (TSXV: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, is pleased to announce that, further to its news release dated May 20, 2025, it has completed a non-brokered private placement with a single strategic investor pursuant to which the Corporation issued 6,000,000 common shares of the Corporation (the "Common Shares") and one common share purchase warrant of the Corporation (the "Warrant") exercisable until May 22, 2030, to acquire up to 6,000,000 Common Shares (the "Warrant Shares") at an exercise price of C$8.32 per Warrant Share, for aggregate gross proceeds of US$30,000,000 (the "Offering"). The combined price of one Common Share and the Warrant (in respect of one Common Share) was equal to US$5.00.
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